Regional Director, Business Development, Atlantic

Job Title:


Reporting to:


Regional Director, Business Development, Atlantic

Atlantic Canada (Halifax, Saint John, Cornerbrook, Etc.)

Fiona Cuddy, President

March 15, 2019

About us:


Qualified Financial Services is a rapidly growing, full-service Managing General Agency specializing in Life Insurance and Wealth Management products. Independently owned and operated, our head office is located in Toronto and we have additional offices in Markham, Barrie, Kingston, Ottawa, Montreal, Saint John and Halifax, and we continue to grow! We are committed to providing the best support possible to our advisors and pride ourselves as being innovative and passionate industry leaders. We offer a flexible, positive and rewarding place to work. For more information on our company please visit The current opportunity we have available is for a Regional Director, Business Development in the Atlantic region.


About you:


You’re someone who has a fire in your belly, a high sense of urgency and an ability to get things done. Laser-focused on driving results, you know what it takes to grow the business through existing advisor relationships and sourcing and successfully recruiting new advisor relationships; you’re not afraid of asking for the business.


With a track record for setting stretch goals and meeting and exceeding them both personally and as an experienced leader, you thrive in a sales environment. Not only are you a successful sales person, you are also adept at leading a sales team.


Demonstrated success in financial services, understanding the needs of financial security advisors, your relationship building, follow-up skills and sense of urgency are above average. Helping them grow their businesses is a passion of yours.


As a leader you bring a polished and professional business savvy and your ability to juggle multiple tasks at once is top-notch.





The role of Regional Director, Atlantic is considered a “player/coach” role.


The primary responsibilities of the Regional Director, Business Development, Atlantic are:

  1. Build the vision for the Atlantic in alignment with the overall national vision

  2. Grow the region by recruiting ideal advisors to QFS

  3. Grow the region by increasing FYC and investment business for existing advisors



Business development / “player” role

  • Identify and recruit advisors who fit the QFS ideal advisor profile, individually and with the business development team

  • Partner with advisors and business development managers to generate sales in the life, living benefits and the risk-based investment markets

  • Speak regularly with advisors to build relationships, provide insight on industry trends and support them to grow their businesses

  • Capable at the art and science of breaking down complex financial concepts

  • Participate in client meetings with advisors as requested

  • Leverage tools and templates to assist in delivering sophisticated and competitive solutions to advisors

  • Work strategically with top President’s Club advisors and next level advisors to define business and marketing plan and coaching to help achieve targets

  • Work with all contracted advisors in the Atlantic region to determine business opportunities for QFS

  • Identify and develop new business opportunities that will help advisors attain their own business and marketing plans


Leadership / “coach”

  • Build the Atlantic region vision in alignment with the overall national vision

  • Build and lead a team of high performing business development specialists, managers and an inside sales team in alignment with vision and growth goals

  • Coach and develop sales professionals to meet and exceed targets in recruiting and revenue growth

  • Effectively develop expectations for an “A team” and ensure accountability systems are in place to deliver on expectations

  • Provide leadership and support to business development team with recruiting opportunities, case work and product solutions

  • Build and leverage relationships with wholesaling teams to ensure current understanding of their products in support of growth targets 

  • Represent and promote QFS in the local financial community and within industry associations



  • Develop ideas for new revenue generating opportunities in support of the overall QFS growth goals

  • Seek, nurture and negotiate opportunities for acquisitions

  • Lead and support the region according to an approved annual business/marketing plan with predetermined budget for regularly scheduled and ad-hoc training and development events and programs



  • Post-secondary education required

  • Minimum 3 years of sales experience in the financial services industry, specifically life insurance

  • Minimum 3 years experience leading and developing sales teams

  • Appropriate industry designations. CFP, CLU preferred.

  • Able to travel throughout the Atlantic provinces frequently

  • Deep understanding of life and/or living benefits insurance products and concepts